Kate is Making Space for Conversation Hey, fellow money nerds: how do you talk to people who don’t know or don’t care quite as much as you do? Kate Smalley is our guest this week because A) as a maker and marketer with lots of financial services clients and a...

RESPs are Between 3 and 24 Percent Complicated We’ve been angling to get our friend MYD on the show for a long time. If you don’t remember, he’s the nice guy who offered to convert the show to audio and list it in all the podcast places before Season Three, Well, we...

The One Where We Plan to Plan for Emergencies While smack-dab in the middle of an emergency is kind of the worst time to start preparing for one, for most of us it’s the upheaval and chaos of just such an event that opens our eyes to the value of marshalling our...

Talking to Parents About Their Money is Hard Listen, somebody is going to cry over socks in this episode, just so you’re prepared. We’re talking about how to have the conversations we need to have to make sure our parents are safe and happy as they age, and in the...

The One Where Insurance is Important But the Industry Sucks So...did Chris get disability insurance since episode 4, or did he write a letter to Aunt Beatrice? Do you want to know how long it took and what happened? US TOO! Plus, friend of the show Julia Chung, who...

The One Where Shannon Lee Simmons is Amazing If you’ve never met Shannon Lee Simmons before, hold onto your hat, because there’s no one else like her. Founder of The New School of Finance, and author of the book Worry Free Money, Shannon joins Sandi and Chris to talk...

The One Where Seth Comes to Call Sandi and Seth talk about money a lot, and it's interesting to hear about how they manage that. Of course Sandi lives in the world of personal finance and they spend a lot of time together, so we have to grade that one on a curve. And...

The One Where There's a Difference Between Expecting and Expecting an Inheritance None of us are ready to imagine a future without our parents in it. Full stop, fingers crossed, wood knocked, etc, etc. We’d all prefer to have our parents around until we die,...

The One Where Robo-Advisors Haven't Saved the World...Yet You might remember from our episode on robo-advisors in Season Three that Sandi and John have spent abnormal amounts of time thinking about robo-advisors, to the point where they built a calculator to compare...

The One Where No One Has the Right Disability Insurance What does Chris need but doesn’t want, Seth doesn’t need but Sandi wants, and John’s family want and need but couldn’t have? (It’s not Nanny MacPhee, in case you’re wondering, although that would be the Best...

David O'Leary and John from Burlington: One of these guys is going to change the world You don’t want to miss the story of how David O’Leary started out as an English Literature major, got into the market as a newbie leveraged investor just before the 2000 tech bubble...

Mimi Comes to Call If you’re an opera fan (and who’s not?), you probably know Mireille Asselin, and if you don’t, you should. She’s also Chris’ Number One Favourite Person, and she’s on the show this week so we can have a real conversation about how they manage their...

Why Talking About Money is an Absolute Game Changer It’s Season FOUR of Because Money, can you believe it? Even more surprising: all three of us were in the same room together to record this episode, and the world didn’t explode (because of us...that we know of...so...